See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KERBER, ECK & BRAECKEL LLP11+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $42,325 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $21,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,950 | $89,178-95.6% | $91,541-95.7% | $102,872-96.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 69.8%+30.2pp | 73.0%+27.0pp |
| Annual return | 12.59% | 14.52%-1.9pp | 20.50%-7.9pp | 19.06%-6.5pp |
| Employer contribution / active EE | $266 | $3,455-92.3% | $2,505-89.4% | $3,526-92.5% |
| Participant deferral / active EE | $0 | $4,657-100.0% | $4,008-100.0% | $5,535-100.0% |
| Admin fee / account holder | $22 | $134-83.8% | $6,956-99.7% | $292-92.6% |